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Williams Companies
WMB

Overview Fund Activity

1,601 hedge funds and large institutions have $66.7B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 678 increasing their positions, 537 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,601
Holders Change
+53
Holders Change %
+3.42%
% of All Funds
21.47%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
0.67%
New
163
Increased
678
Reduced
537
Closed
84
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$772M
2
BC
Brookfield Corp
Ontario, Canada
+$495M
3
Invesco
Invesco
Georgia
+$194M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$144M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.58B
2
BlackRock
BlackRock
New York
-$482M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$251M
4
BG
Bahl & Gaynor
Ohio
-$174M
5
UBS Group
UBS Group
Switzerland
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1451
Abound Wealth Management
Tennessee
$39.8K – – –
SAM
1452
S.A. Mason
Michigan
$38.6K – – –
BHWM
1453
Beaird Harris Wealth Management
Texas
$38.3K -$19.9K -317 -34%
SPF
1454
South Plains Financial
Texas
$38.2K +$28.4K +452 +290%
PGAM
1455
Princeton Global Asset Management
New Jersey
$38.1K +$314 +5 +0.8%
GC
1456
Gould Capital
Washington
$37.7K – – –
FFO
1457
Fortitude Family Office
Arizona
$37.5K +$126 +2 +0.3%
SS
1458
Sunbelt Securities
Texas
$37.2K -$182K -3,372 -83%
AP
1459
Aspect Partners
Virginia
$36.6K +$16.4K +261 +81%
MSFP
1460
Mark Sheptoff Financial Planning
Connecticut
$36.1K +$3.08K +49 +9%
LWMI
1461
Legacy Wealth Management (Idaho)
Idaho
$34.7K – – –
LIS
1462
Legacy Investment Solutions
Idaho
$34.7K +$34.7K +553 New
CPA
1463
Compass Planning Associates
Massachusetts
$34.3K – – –
AUB
1464
Atlantic Union Bankshares
Virginia
$31.8K +$31.8K +507 New
IHWM
1465
Iron Horse Wealth Management
Iowa
$31.7K – – –
CWP
1466
Concord Wealth Partners
Virginia
$31.4K – – –
MEG
1467
Millstone Evans Group
Colorado
$31.3K -$10.1K -161 -24%
FMP
1468
Financial Management Professionals
Texas
$31K +$6.97K +111 +29%
PWMG
1469
Private Wealth Management Group
New Jersey
$29.5K +$15.1K +240 +105%
HFS
1470
Hughes Financial Services
Virginia
$29.4K -$1.99K -34 -6%
CWM
1471
Copia Wealth Management
Oregon
$28.6K +$6.6K +105 +30%
PWAM
1472
Private Wealth Asset Management
Iowa
$28.3K -$2.2K -35 -7%
HNW
1473
High Note Wealth
Minnesota
$27.9K – – –
WWM
1474
Wolff Wiese Magana
California
$27.8K +$8.98K +143 +48%
CMP
1475
Coston McIsaac & Partners
Maine
$27K – – –
57 58
59
60 61